Role Overview:
The FP&A Manager is responsible for leading the financial planning, forecasting, budgeting, and analysis activities for Otis Switzerland. This role acts as a strategic business partner to operational and commercial teams, delivering financial insights that drive performance, profitability, and long-term growth. The ideal candidate will combine strong financial acumen with business understanding and an ability to challenge assumptions, identify risks and opportunities, and support data-driven decision-making.
Key Responsibilities:
Financial Planning and Budgeting:
- Lead the annual budget and quarterly forecast processes, working closely with regional teams, sales, service, and operations.
- Consolidate financial plans and prepare scenario analyses to support management decisions.
Performance Analysis and Reporting:
- Monitor key financial metrics (e.g., revenue, margin, OPEX, working capital) and provide actionable insights to senior leadership.
- Prepare monthly performance reports, dashboards, and variance analyses against budget and forecast.
Strategic Business Support:
- Partner with commercial, service, and operations leaders to evaluate business performance and support strategic initiatives such as pricing strategies, cost optimization, or capital investment.
- Provide financial input for business cases, tenders, and investment proposals (e.g., modernization projects, new installations, or M&A activity).
Cash Flow and Working Capital Management:
- Support the monitoring and forecasting of cash flow, collections, and project-related working capital.
- Analyze trends in billing, collections, and inventory to improve capital efficiency.
Tools, Systems & Process Improvement:
- Drive improvements in FP&A tools, models, and processes, ensuring scalability and accuracy of financial insights.
- Collaborate with IT and Controlling to streamline data flow and reporting systems (e.g., ERP, BI tools).
Governance and Compliance:
- Ensure adherence to internal controls, group policies, and financial reporting standards.
- Support audits and internal reviews related to financial planning and forecasting.
Qualifications, Competencies and Skills:
- Bachelor’s or master’s degree in accounting, Finance, or a related field. CPA or equivalent certification is essential.
- Proficiency in both German & English. French and Italian are a plus.
- Extensive experience in accounting leadership and good understanding of construction accounting practices, including job costing, percentage of completion, and project-based financial management.
- Proficiency with accounting software and advanced Excel skills.
- Strong leadership, communication, and interpersonal skills to lead a team and collaborate with other departments.
- Highly motivated and target driven, strategic thinker with the ability to translate financial concepts and data into actionable business strategies.